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Verdence Capital Advisors LLC: IJR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Verdence Capital Advisors LLC on IJR, newest first. How the timeline and the estimate are built.

Verdence Capital Advisors LLC held 27,360 IJR shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,360 shares
    Change vs previous 13F +306 shares

    0.21% of the 13F portfolio, value $4,057,767.

    13F-HR 0001719305-26-000004 filed by Verdence Capital Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 27,054 shares
    Change vs previous 13F +1,175 shares

    0.2% of the 13F portfolio, value $3,363,033.

    13F-HR 0001719305-26-000003 filed by Verdence Capital Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 25,879 shares
    Change vs previous 13F -10,495 shares

    0.18% of the 13F portfolio, value $3,110,160.

    13F-HR 0001719305-26-000002 filed by Verdence Capital Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 36,374 shares
    Change vs previous 13F +20,397 shares

    0.25% of the 13F portfolio, value $4,406,726.

    13F-HR 0001719305-25-000008 filed by Verdence Capital Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 15,977 shares
    Change vs previous 13F +240 shares

    0.12% of the 13F portfolio, value $1,746,172.

    13F-HR 0001719305-25-000005 filed by Verdence Capital Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 15,737 shares
    Change vs previous 13F -1,403 shares

    0.13% of the 13F portfolio, value $1,645,587.

    13F-HR 0001719305-25-000004 filed by Verdence Capital Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 17,140 shares
    Change vs previous 13F -1,010 shares

    0.16% of the 13F portfolio, value $1,974,904.

    13F-HR 0001719305-25-000002 filed by Verdence Capital Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 18,150 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $2,122,862.

    13F-HR 0001719305-24-000007 filed by Verdence Capital Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).